v3.4
Methodology / Strategic Constitution

IC Bible

The strategic constitution of Investible Capital. Read in order, return often, dissent in writing.

10 Chapters5 Volumes~68 min totalRatified · Council
Chapter 05 · Architecture

Business Model

How the firm creates value, captures a share of it, and compounds it across cycles.

Reading · 7 minRevised · Q2Status · Ratified
§ 05.01

Value created

[Placeholder] What the firm delivers, to whom, and how it is measured by the receiver — not by us.

§ 05.02

Value captured

[Placeholder] How the firm is paid, in what form, on what cadence.

Compensation should be proportional to outcome, asymmetric in our favor when we are right.
§ 05.03

Defensibility

[Placeholder] The structural reasons this model is hard to copy and harder to displace.

§ 05.04

Unit economics

[Placeholder] Per-engagement and per-relationship math. The numbers that matter when capital is tight.

Appendix
Supporting material

Awaiting population

IC Bible™ · Strategic ConstitutionConfidential · Internal Use Only